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Installing and configuring Elasticsearch is a requirement for using Zephyr Enterprise Data Center. This section provides step-by-step instructions for installing Elasticsearch. The Elasticsearch cluster will be setup under Transport mode. There are two different ways to configure Elasticsearch. One is for use of Elasticsearch on the same node as Zephyr and the other for a separate server from Zephyr. Both ways are described below. For ease of installation, it is recommended to install and configure Elasticsearch on the same server as Zephyr unless otherwise required.

If you are looking for a single, integrated database installation of Zephyr Enterprise, please refer to the Zephyr Enterprise Server installation guide.

Before you begin

  • Ensure every node has Java JDK 8+ installed and environment variables setup for both JAVA_HOME and PATH
  • Requires elasticsearch-1.5.2 or above
    • Download Elasticsearch from here
  • Elasticsearch nodes can either be setup in the same system or on different servers, but they must not be on the same server as the Application nodes
  • All nodes must be on the same network

Setting up Elasticsearch on the same nodes as Zephyr

Step 1:
Extract the files to your desired root location


Step 2:
In the config folder of the Elasticsearch root, you'll find a file named elasticsearch.yml. Edit this file and add these lines anywhere:

cluster.name: zephyr
script.disable_dynamic: false
script.inline: true
script.indexed: true

Step 3:
From the Elasticsearch root folder, navigate to the bin directory, you'll find Windows and Linux-based executable files for running Elasticsearch. You can either install Elasticsearch as a service or run it from the command line/terminal.


Step 4:
Repeat Steps 1-3 for all remaining nodes


Step 5:
Finally, make changes on all the Zephyr nodes. On each node, go to the %Zephyr\tomcat\webapps\flex\WEB-INF\classes\jdbc.properties file, and add/modify these properties:

#transport|node
elastic.client=transport
transport.nodes=<NODE1_IP>:9300, <NODE2_IP>:9300

For transport.nodes add the list of all Zephyr nodes with Elasticsearch

Setting up Elasticsearch on different server from Zephyr node

Setting up Server/Node 1:

Step 1:
Extract the files to your desired root location


Step 2:
In the config folder of the Elasticsearch root, you'll find a file named elasticsearch.yml. Edit this file and add these lines anywhere:
 

cluster.name: zephyr
node.name: "Node1"
node.master: true
node.data: true
script.disable_dynamic: false
script.inline: true
script.indexed: true
index.number_of_shards: 2
index.number_of_replicas: 1
network.bind_host: <MACHINE_IP>
network.publish_host: <MACHINE_IP>
network.host: <MACHINE_IP>
transport.tcp.port: 9300
http.port: 9200
discovery.zen.ping.timeout: 3s
discovery.zen.ping.unicast.hosts: ["<NODE1_IP>", "<NODE2_IP>"]

Replace <MACHINE_IP> with the IP of the machine being configured. For discovery.zen.ping.unicast.hosts add the list of all node IP addresses in the format depicted above.


Step 3:
From the Elasticsearch root folder, navigate to the bin directory, you'll find Windows and Linux-based executable files for running Elasticsearch. You can either install Elasticsearch as a service or run it from the command line/terminal.

Setting up Server/Node 2:

Step 1:
Extract the files to your desired root location


Step 2:
In the config folder of the Elasticsearch root, you'll find a file named elasticsearch.yml. Edit this file and add these lines anywhere:
 

cluster.name: zephyr
node.name: "Node2"
node.master: true
node.data: true
script.disable_dynamic: false
script.inline: true
script.indexed: true
index.number_of_shards: 2
index.number_of_replicas: 1
network.bind_host: <MACHINE_IP>
network.publish_host: <MACHINE_IP>
network.host: <MACHINE_IP>
transport.tcp.port: 9300
http.port: 9200
discovery.zen.ping.timeout: 3s
discovery.zen.ping.unicast.hosts: ["<NODE1_IP>", "<NODE2_IP>"]

Replace <MACHINE_IP> with the IP of the machine being configured. For discovery.zen.ping.unicast.hosts add the list of all node IP addresses in the format depicted above.


Step 3:
Now, if you navigate to the bin directory, you'll find Windows and Linux-based executable files for running Elasticsearch. Start Elasticsearch.


Step 4:
Finally, make changes on all the Zephyr nodes. On each node, go to the jdbc.properties file, and add/modify these properties:

#transport|node
elastic.client=transport
transport.nodes=192.168.45.21:9300, 192.168.45.22:9300
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